PFG Advisors
Phoenix AZ · SEC CIK 0001694435
$20.54亿2026Q1 申报市值
788持仓数
17.0%前十大占比 · 第一大 2.3%
46 / 34新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SPLV 加仓+$1,316.83万
XLE 加仓+$1,207.85万
FCG 新建仓+$1,205.83万
IEI 加仓+$1,156.55万
SCHD 加仓+$1,079.01万
2026Q1 卖出最多 按季末市值估算
ACWI 减仓-$1,148.02万
VWO 减仓-$1,044.54万
XLI 减仓-$995.53万
SPHB 减仓-$978.87万
XLC 减仓-$939.45万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,254.17万 | 0.61% | 183,680 | 10,239 | 5.9% | $69.91万 | 加仓 |
| GOOG | ALPHABET INC | $1,270.47万 | 0.62% | 44,289 | -646 | -1.4% | -$18.53万 | 减仓 |
| AVGO | BROADCOM INC | $1,323.78万 | 0.64% | 42,770 | 2,447 | 6.1% | $75.74万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1,416.18万 | 0.69% | 281,156 | 49,465 | 21.3% | $249.16万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,425.71万 | 0.69% | 21,923 | -4,841 | -18.1% | -$314.82万 | 减仓 |
| AMZN | AMAZON COM INC | $1,433.82万 | 0.70% | 68,844 | 3,220 | 4.9% | $67.06万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $1,439.41万 | 0.70% | 313,665 | 19,784 | 6.7% | $90.79万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,442.93万 | 0.70% | 14,481 | 417 | 3.0% | $41.55万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $1,479.28万 | 0.72% | 202,254 | 180,042 | 810.6% | $1,316.83万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,632.81万 | 0.79% | 230,266 | 17,586 | 8.3% | $124.70万 | 加仓 |
| IVV | ISHARES TR | $1,648.34万 | 0.80% | 25,234 | -2,157 | -7.9% | -$140.90万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $1,665.68万 | 0.81% | 226,192 | -15,551 | -6.4% | -$114.52万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $1,703.19万 | 0.83% | 278,026 | 197,168 | 243.8% | $1,207.85万 | 加仓 |
| SGOV | ISHARES TR | $1,706.23万 | 0.83% | 169,504 | 70,455 | 71.1% | $709.20万 | 加仓 |
| IEI | ISHARES TR | $1,755.69万 | 0.85% | 148,034 | 97,517 | 193.0% | $1,156.55万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,830.94万 | 0.89% | 237,446 | 18,615 | 8.5% | $143.54万 | 加仓 |
| IUSB | ISHARES TR | $1,861.13万 | 0.91% | 402,930 | 28,720 | 7.7% | $132.66万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,024.83万 | 0.99% | 136,721 | 8,605 | 6.7% | $127.44万 | 加仓 |
| GLD | SPDR GOLD TR | $2,117.03万 | 1.03% | 49,200 | -4,753 | -8.8% | -$204.52万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $2,128.33万 | 1.04% | 102,299 | 1,668 | 1.7% | $34.70万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,543.46万 | 1.24% | 118,267 | 6,996 | 6.3% | $150.46万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,594.96万 | 1.26% | 43,427 | -1,829 | -4.0% | -$109.29万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,705.36万 | 1.32% | 73,084 | 1,857 | 2.6% | $68.74万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,087.98万 | 1.50% | 177,063 | 7,214 | 4.2% | $125.81万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $3,340.75万 | 1.63% | 436,471 | -16,256 | -3.6% | -$124.42万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $3,369.71万 | 1.64% | 1,098,342 | 351,699 | 47.1% | $1,079.01万 | 加仓 |
| QQQ | INVESCO QQQ TR | $4,006.70万 | 1.95% | 69,419 | 222 | 0.3% | $12.81万 | 加仓 |
| AAPL | APPLE INC | $4,092.91万 | 1.99% | 161,272 | 6,191 | 4.0% | $157.12万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $4,264.93万 | 2.08% | 97,643 | -20,093 | -17.1% | -$877.64万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $4,822.85万 | 2.35% | 150,333 | 7,095 | 5.0% | $227.62万 | 加仓 |